See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JONATHAN G. FURLOW, CPA1 year Filed as: JONATHAN MACY Service code 15 · EIN 47-1045931 | Recordkeeping | $12,263 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,593 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,693 | $59,097-39.6% | $82,389-56.7% | $74,304-52.0% |
| Participation rate | 95.8% | 52.8%+43.1pp | 69.5%+26.3pp | 60.3%+35.5pp |
| Annual return | 25.87% | 22.85%+3.0pp | 28.67%-2.8pp | 29.43%-3.6pp |
| Employer contribution / active EE | $2,571 | $1,601+60.6% | $2,517+2.1% | $2,241+14.7% |
| Participant deferral / active EE | $4,491 | $2,775+61.8% | $4,155+8.1% | $3,767+19.2% |
| Admin fee / account holder | $317 | $4,489-92.9% | $7,231-95.6% | $2,969-89.3% |